Disclaimer

This current site is a consumer education and consumer
advocacy site devoted to the public good. It is not a legal
site and does not give legal advice or to replace the need to
consult a lawyer.

This site does not offer specific financial advice. Consult a
qualified financial adviser before making any changes to your
portfolio or other investment decisions.

www.trustplanning.com is being developed for sale. The ideal
new owner would be a large organization offering professional
wealth management and trust planning, that wants to move
powerfully into the arena of socially responsible investing.